Portfolio Relationship Manager in Banking
Published date: 2024/01/10
- Location: Gandhidham, Gujarat, India
We are looking for a Portfolio Relationship Manager in the Branch Banking Department for India's Leading Bank. Who has a strong expertise in selling investment banking products and hand on experience of portfolio management.
Responsibilities:
• Cultivate and maintain strong relationships with existing clients.
• Initiate contact to understand clients' financial goals and needs
• Offer expert financial advice, including investments, savings, and loan options
• Promote a range of banking products, including accounts, loans, credit cards, and investment opportunities
• Identify cross-selling opportunities to meet clients' comprehensive financial needs
• Conduct regular portfolio reviews and financial health check-ins with clients
• Stay updated on banking industry trends, regulations, and financial market developments
Experience Required:
• Minimum 4 to 8 Years in Banking and Investment Banking domain
• 2 to 3 Years of experience in Portfolio management of HNI Clients.
• Strong expertise and knowledge of all banking products and their Rules and Regulations
Key Skills Required:
• Bachelor's degree in Finance, Business, Economics, or related field
• Strong understanding of banking products, financial markets, and investment strategies
• Excellent communication, interpersonal, and networking skills
For more information – Kindly Contact Us:
Jay P | HR Team
Phone/WhatsApp: +91 92659 00684
Responsibilities:
• Cultivate and maintain strong relationships with existing clients.
• Initiate contact to understand clients' financial goals and needs
• Offer expert financial advice, including investments, savings, and loan options
• Promote a range of banking products, including accounts, loans, credit cards, and investment opportunities
• Identify cross-selling opportunities to meet clients' comprehensive financial needs
• Conduct regular portfolio reviews and financial health check-ins with clients
• Stay updated on banking industry trends, regulations, and financial market developments
Experience Required:
• Minimum 4 to 8 Years in Banking and Investment Banking domain
• 2 to 3 Years of experience in Portfolio management of HNI Clients.
• Strong expertise and knowledge of all banking products and their Rules and Regulations
Key Skills Required:
• Bachelor's degree in Finance, Business, Economics, or related field
• Strong understanding of banking products, financial markets, and investment strategies
• Excellent communication, interpersonal, and networking skills
For more information – Kindly Contact Us:
Jay P | HR Team
Phone/WhatsApp: +91 92659 00684
1 page views
Related listings
-
Relationship ManagerBankEnsure new clients with right profile are brought in working with channel and existing clients and take care of the clients right from log in to disbursement for 1 year from acquisition. Need to get new asset clients and grow a good asset portfolio. ...2026/11/10
-
PMS AIF Operations Role BFSBankPMS AIF Operations Gify City JOB PURPOSE Management of PMS AIF Operations Customer onboarding Investments Banking and Fund Accounting Operations JOB REQUIREMENTS 1 Sound knowledge of PMS AIF products and structure 2 Hands on knowledge of PMS AIF oper...2026/11/10
-
Area ManagerBankAbout Us We are a fun-loving, energetic and fast growing company that breathes innovation. We strive to give an unparalleled experience to our customers and win them for life. One in every 24 people on this planet is served by Airtel. Here, we put ou...2026/11/10